M&A Deal Summary

Guardian Capital Acquires The RaeLipskie Partnership

On June 27, 2022, Guardian Capital acquired financial services company The RaeLipskie Partnership

Acquisition Highlights
  • This is Guardian Capital’s 1st transaction in the Financial Services sector.
  • This is Guardian Capital’s 2nd transaction in Canada.
  • This is Guardian Capital’s 1st transaction in Ontario.

M&A Deal Summary
Date 2022-06-27
Target The RaeLipskie Partnership
Sector Financial Services
Buyer(s) Guardian Capital
Deal Type Add-on Acquisition

Target

The RaeLipskie Partnership

Waterloo, Ontario, Canada
The RaeLipskie Partnership is a private wealth management firm in Ontario that has provided objective, professional investment management. With assets under management in excess of C$1.1 billion, they pride themselves in listening to the needs and goals of their clients and designing flexible, custom portfolios to suit each client’s investment objectives. The RaeLipskie Partnership was founded in 1989 and is based in Waterloo, Ontario.

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Buyer(S) 1

Buyer

Guardian Capital

Toronto, Ontario, Canada
Category Company
Founded 1962
Sector Financial Services
Employees600
Revenue 255M CAD (2023)
DESCRIPTION

Guardian Capital is a diversified financial services company. Guardian offers institutional and private wealth investment management services; financial services to international investors; services to financial advisors in its national mutual fund dealer, securities dealer, and insurance distribution network. Guardian was founded in 1962 and is based in Toronto, Canada.

DEAL STATS #
Overall 2 of 3
Sector (Financial Services) 1 of 2
Type (Add-on Acquisition) 2 of 2
State (Ontario) 1 of 1
Country (Canada) 2 of 2
Year (2022) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-01-30 Modern Advisor Canada

Vancouver, British Columbia, Canada

Modern Advisor Canada, Inc. is a digital investment management company. ModernAdvisor uses technology to help advisors bring Canadians intelligent investing options. Modern Advisor Canada was established in 2013 and is based in Vancouver, British Columbia.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-02-02 Sterling Capital

Charlotte, North Carolina, United States

Sterling Capital provides investment advisory services through mutual funds, separately managed accounts, model portfolios, and other commingled vehicles offered through a variety of intermediary and managed account platforms. Sterling Capital was founded in 1970 and is based in Charlotte, North Carolina.

Buy $70M
Mergr

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